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TECHNOSOFT, INC. Inquest Version 5
Training Manual
I N Q U E S T V E R S I O N 5
Training Manual
TECHNOSOFT, INC. 71 WENDY LN • SOUTH KINGSTOWN, RI 02879
401.284.2959 • www.technosoftinc.com
© 2002-2008 Technosoft, Inc. All rights reserved.
Table of ContentsChapter 1 – Getting Started Service Records – Single Customer 24
Sample Database 1 Service Records – Multiple Customers 25
User Interface 1
File Menu 1 Chapter 4 – Understanding the Service Schedule
Tabbed Window Forms 2
List Windows 2 Service Schedule 27
Tree Views 3 Service Schedule – Customer by Next Service Date 28
Error Processing 3 Service Schedule – Service Due Report 29
Service Schedule – Work Order Generate 30 Customizing Group Names 4
Work Order Generate Updates the Service Schedule 31 Setting the Group Names 4
Chapter 5 – Work Orders Chapter 2 – Adding and Opening Records
Generate Work Orders Options 32 New Employee / Technician 5
Combine services on one work order 33 New Customer / Service Location 6
New Billing Address 7 Extinguishers due with Suppression System33
Mark to be printed 33 Setting the ‘Bill to Address’ for a Customer8
Set work order start date 33 Open Service Location 8
Customer by Name 8 Skip with balance due 33
Request a Work Order Manually 34 Customer by Next Service Date 9
Open an Existing Work Order 35 Customer Search 10
Technicians and Additional Information 36
Completing a Work Order 37 Chapter 3 – Service Information
Complete the Work Order 38
Updated Service Location 39 Service Schedule 12 Fire Extinguishers 14 Chapter 6 – Work Order Assignment
Emergency and Exit Lights 19
Automatic Sprinkler System 21 Assignment Window Overview 40
Fire Alarm 22 Open the Assignment Window 40
Printing the Service Records Report 24
I N Q U E S T – T R A I N I N G M A N U A L
Display Options 41
“Sort By” Option 41
“Filter On” Option 41
“HotSync Work Orders” Option 42
Drag and Drop Assignment 43
Open a Work Order 44
Key Concepts 45
Assignment – Start Date 45
Assignment - Technician 46
Service Projections 47
Projection Dates 48
Routing with Mapping Software 49
Chapter 7 – Windows Mobile Handheld
Install the Windows Mobile Application 50
Install Remote Server 51
Configuration Database 51
Windows Mobile Handheld Application 52
Add Work Order 52
Missed Equipment Warning 62
Open an Existing Work Order 63
Delete Record 69
Chapter 8 – Palm OS Handheld
Install Palm OS Application 70
Install HotSync Conduit 71
Configuration Database 72
Technician Handheld Assignment 73
Services Available on Handheld 74
Palm Handheld Application 75
Add Work Order 75
Missed Equipment Warning 80
Limiting the Work Order List 80
Open an Existing Work Order 81
Delete Record 85
Chapter 9 – Customizing Inquest
Adding a Service Type 86
New Equipment Types 87
Inspection Forms 89
Sales Survey 90
More Customization 91
Chapter 10 – Additional Inquest Programs
Inquest – Import Utility 92
Spreadsheet Format 93
Inquest – Move Utility 94
Easy Data 95
Easy Data Buttons 97
Chapter
1 I N Q U E S T – T R A I N I N G M A N U A L
Getting Started Chapter 1 will familiarize you with the Inquest user interface and the basics of adding and opening records.
n order to use this training manual you must first install Inquest on your computer. Installation instructions are located in chapter 1 of the Inquest v5 User’s Guide.
Inquest comes with a sample database to help you get the most from this training manual. Throughout this manual are specific exercises for you to perform. Since each exercise builds upon the previous, perform these exercises exactly as stated in the order they are given. These exercises are annotated by the symbol.
I Sample Database To access the sample database do the following:
Open the Inquest software application
When prompted by the dialog box titled “Open Company Data Source”, click the button labeled “Open sample database”.
User Interface Inquest has an easy to use and consistent user interface, which allows you to get up and running quickly.
File Menu The “File” menu is the starting point for most of the actions in Inquest.
• “New” and “Open”: are used to add new and update existing records in your company database.
• “Reports”: is used to select any of the available reports produced by Inquest for print or preview.
1
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N Q U E S T
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Tabbed WindowInquest groupcontained on where informcreation criter
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Figure 2 List Window
Tree Views Tree views arbox to the lefexpanded. Cli
Figure 3 Tree View
Error ProcessingWhen the userequired fields
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I N Q U E S T – T R A I N I N G M A N U A L
When a field in error is given keyboard focus the associated error message will appear in the status bar of the program main window.
Customizing Group Names Inquest can be customized on how you refer to the main data records “Customers” and “Billing Addresses”.
A “Customer” refers to the actual location where the fire and life safety equipment to be serviced is located. A “Billing Address” is used when the billing address is different from the service location address.
Setting the Group Names
Figure 4 Group Names
From the “Customize” menu select “Options”.
Select the “Group Names” tab.
Change the default group names from their current values by either selecting an item in the dropdown list or typing a new description in the field.
Throughout the Inquest documentation the groups will be referred to as their default values of “Billing Address” and “Customer”.
4
Chapter
2 I N Q U E S T – T R A I N I N G M A N U A L
Adding and Opening Records This chapter will show how to add and open different records within Inquest.
nquest has three core record types. These record types are “Billing Address”, “Customer”, and “Employee”. In this chapter we will examine the purpose of these record types, how to add them to the database, and opening existing records.
New Employee / Technician
I The first exercise is adding an employee record. An employee record is required to assign and download work orders to a handheld device.
Add a new employee by doing the following:
From the “File” menu select “New”.
In the displayed window select “Employee” and click OK.
Enter employee name “Andrew Jameson”, address and phone number in the displayed form.
Save your changes by clicking the button on the toolbar.
Repeat the above and enter employee name “Brett Williams”.
5
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N Q U E S T
Figure 5 New Emplo
– T R A I N I N G M A N U
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N Q U E S T
Figure 6 New Service
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7
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I N Q U E S T – T R A I N I N G M A N U A L
Setting the ‘Bill to Address’ for a Customer After adding the billing address we can associate it with one or more customer locations.
Open a customer location for the bill to address.
Select the “Billing Address” tab
Click the “Select” button
A tabbed form is displayed. Click the tab with the letter the billing address name field starts with.
Select the appropriate billing address from the list.
Click the OK button.
Save the changes by clicking the button on the toolbar.
Open Service Location There are several options to open an existing service location that has been saved to the Inquest database. Here are two common easy to use methods. Customer by Name
From the file menu click the “Open” option.
Select the “Customer by Name” option and click “OK”.
You will be presented with a tabbed window of customers in alphabetical order.
Clicking each tab will list those customers whose name begins with the
corresponding letter.
Find the customer you just entered above by clicking the “M” tab and scroll through the list. You can scroll to a specific name by
a. Highlight the first name in the list by selecting it. b. Begin typing the name you want to find. c. Inquest will scroll to the area of the list that matches the name you
typed.
Open the customer information by double-clicking on the customer or selecting the customer and clicking the “Edit” button.
8
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N Q U E S T
Figure 7 Customer by
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A L
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N Q U E S T
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I N Q U E S T – T R A I N I N G M A N U A L
After click “Search”, you are automatically taken to the “Results” tab and a list of customers assigned to “Andrew Jameson” is displayed. You can now select and open the customer you are looking for.
Figure 9 Customer Search
Note: a second search can be conducted by simply clicking the “Criteria” tab, enter your new search criteria, and clicking the “Search” button. There is no need to close the window and reopen it.
Tip: When searching on customer name or address a wildcard character can be used. The wildcard character is the % sign.
For example to search on all accounts on Main Street:
Select “Street Address” in the first dropdown list.
Enter %Main% in the edit field.
Click the “Search” button.
11
Chapter
3 I N Q U E S T – T R A I N I N G M A N U A L
Service Information This chapter will show how to add the fire and life safety equipment details to a service location
nquest has 5 default service types: Fire Extinguishers, Fire Suppression Systems, Emergency and Exit Lights, Automatic Sprinkler System, Fire Alarm., Hood Cleaning, and Fire Escapes. You may also add your own service types. Adding
service types will be covered in the chapter “Customizing Inquest”. I Each Service comes with default values for certain fields such as Type, Test and Inspection frequencies and Size. You can enter your own values for these fields as well. Once you enter your own value the value will be available for other service items and customers.
Service Schedule A service schedule is required to add the detailed service information to an account. Details on what the schedules dates are used for and how the service schedule works is found in the next chapter “Understanding the Service Schedule”
To add a service schedule, open a customer account.
Select the “Service Schedule” tab and then click the “Add” button.
In the displayed form select the schedule name “Fire Extinguishers” as a description of the schedule. Note: All previously used names are listed in the drop down list. You may also enter a name of your choice and it will be added and available for any customer account.
Click the “Active” checkbox to enable the remaining fields.
Select the technician “Andrew Jameson”.
12
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N Q U E S T
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Figure 10 Service Sch
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This is an oponsible for anmatically assig
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I N Q U E S T – T R A I N I N G M A N U A L
The service schedule and how its information is used by Inquest will be covered in detail in the chapter “Understanding the Service Schedule.”
Save your changes by clicking the button on the toolbar.
Fire Extinguishers A record is kept of each fire extinguishers location, size, type, its last test and inspection dates and other details. Most fields are optional and you can track as much information as you require. The Fire Extinguisher service is also used for fire hose and cylinder/cartridge hydrostatic test dates. In this chapter you will be adding fire equipment details to the customer you created in the previous chapter.
To add Fire Extinguishers for a given customer first open the service location to be modified.
Instructions for opening a service location were covered in chapter 2. Perform the following instructions after opening the customer:
Click on the “Service Items” tab. This window shows the services associated with this account.
In the previous section we added the Fire Extinguisher service by adding the service to a service schedule; therefore, “Fire Extinguishers” is listed.
Select the service “Fire Extinguishers” and click the “Edit” button. The displayed window shows the options available for the fire extinguisher service type. The “Service” tab shows the last service date and an option “Quantity” and “Description” field. The “Quantity” and “Description” are used to print on a work order in the absence of a detailed extinguisher list. The “Remarks” tab shows a free format field to keep any notes for the fire extinguisher service. To add a fire extinguisher:
Click on the “Fire Extinguishers” tab to display the list of extinguishers.
Click the “Add” button to add an extinguisher. As you can see from the form, the fire extinguisher service area is used to track fire extinguishers, fire hoses, and cylinders for wheeled units. By changing the equipment type, the test and inspections change to correspond to the selected equipment.
14
I N Q U E S T – T R A I N I N G M A N U A L
Enter information for a 5 lb. ABC fire extinguisher:
The number “1” should already be listed in the “Number” field. This number is incremented as fire extinguishers are added.
Enter “Front Entrance” in the “Location” field.
In the “Size” field, scroll down to the number “5” or type “5” in the field.
In the “Type” field, select “ABC” from the list.
Enter a “Mfg.” date of 2008 (if there is no hydrostatic test date entered for
an extinguisher the manufacture date will be used in the calculation of the next hydrostatic test date).
Select “Amerex” from the “Mfg” list. A manufacture name can be typed
into the field and the information will be retained in the drop down list for future use.
Enter “0000012345” in the “S/N” field for the serial number of the
extinguisher.
The “Bar Code” field will get added in the field by scanning a bar code using a handheld computer. Information on using the handheld is covered in Inquest manual for handheld devices.
Any comments may be entered in the “Remarks” field.
15
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N Q U E S T
Figure 11 Fire Exting
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A L
16
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I N Q U E S T – T R A I N I N G M A N U A L
Select the schedule name “Fire Suppression Systems”.
Click the “Active” checkbox to activate the schedule.
Select “Andrew Jameson” as the “Technician”
Set the frequency to “6” “Months”
Check “Fire Suppression Systems” in the “Services” list box.
Enter the last service date in the “Last Date” field. For this example enter the month and year 6 months prior to today.
Notice that the “Next Service” and “Next Order” dates are calculated
based upon the last service date and frequency entered.
Click the “OK” button. Now that the service has been placed on a service schedule, the service details can be added.
Click on the “Service Items” tab.
Select the “Fire Suppression Systems” service and click the “Edit” button. For an existing account a list of fire suppression systems will be displayed in this window. To add an item to the list, click the “Add” button. The displayed form shows the details for a fire suppression system.
The installation date is the date the system was installed. Enter “3/2006” in the “Install Date” field. This is an optional field.
Enter “Kitchen” for location.
In the “Type” field select “Wet Chemical Extinguishing System”.
Inquest has 4 default system types. More types may be added with the customization feature covered in the chapter “Customizing Inquest”.
Select “Ansul” for the “Mfg.” field.
Select “R-102-3G” for the model.
Enter “0000098765” in the “S/N” field.
17
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Ts T
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N Q U E S T
Figure 12 Fire Suppre
The “Tests/Iselected.
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A L
18
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I N Q U E S T – T R A I N I N G M A N U A L
In the displayed window, select the “Fuse Links 360” description.
Enter the number of links in the system.
The “Part No.” field is optional.
Click the “OK” button.
The “Appliance” tab is used to list the appliances being protected for a kitchen system. “User Defined Fields” are used to record any other required information that you customize Inquest to track for fire suppression systems. The “Remarks” area can keep any notes about the suppression system that need to be recorded.
After the suppression system details are entered close the service details form by clicking “OK” button.
Click “OK” to close the Fire Suppression Systems list window.
Save your changes by clicking the button on the toolbar.
Emergency and Exit Lights To add emergency and exit lights to the service location you must first add the service to a service schedule on the account. In this example we will add the service to an existing service schedule to indicate that the lights will be serviced at the same time the fire extinguishers are serviced.
Click on the “Service Schedule” tab.
Select the “Fire Extinguishers” schedule in the list window.
Click the “Edit” button.
Check the service “Emergency and Exit Lights”.
Click the “OK” button. Once the service is placed on a service schedule, the service details can be added.
Click on the “Service Items” tab.
19
I
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N Q U E S T
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Figure 13 Emergency
After “OK”
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– T R A I N I
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Figure 14 Automatic
– T R A I N I
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I N Q U E S T – T R A I N I N G M A N U A L
The “Sprinklers” tab can track the quantity, type, and last sample test date for the sprinkler heads installed. You will also find the same “User Defined Fields” and “Remarks” tabs that are available on all service types.
After the sprinkler system details are entered close the service details form by clicking “OK”.
Close the sprinkler list by clicking “OK”.
Save your changes by clicking the button on the toolbar.
Fire Alarm To add a fire alarm to the service location you must first add the service to a service schedule on the account. Add a service schedule for “Fire Alarm” using the same technician, a frequency of 1 month and a last service date of yesterday. Once the service is placed on a service schedule, the service details can be added.
Click on the “Service Items” tab.
Select the “Fire Alarm” service and click the “Edit” button.
Detailed information for the fire alarm will be displayed. This screen records the location, manufacture, and model for the alarm. Enter “12/2000” for the “Install Date”.
Enter “Kitchen” for the “Location”.
Select “Kiddie“ for the “Mfg.”.
Enter “MPS1” for the “Model”.
Enter a “Last Service Date” of yesterday’s date.
Enter “000002468” as the “S/N”.
22
I
F
Ta Ta
Ta
N Q U E S T
Figure 15 Fire Alarm
The “Monitoagency that m
The “Initiatinand record th
Click
Click
Enter
Enter
Select
There are muaccording to
Select
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– T R A I N I
detail
oring Agency”monitors the
ng Devices” their inspectio
on the “Initi
the “Add” b
r an “Install D
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t “Manual St
ultiple types othe type sele
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r “000001357
“OK”.
N G M A N U
” tab is used alarm. This
tab will list alon dates.
iating Device
button.
Date” of “12
oven hood”
ation” as the
of devices. Tcted.
or the “Mfg.”
7” for the “S
A L
23
to record imis a free form
ll initiating d
es” tab.
2/2000”
” for the “Loc
e type.
The tests, insp
”
/N”.
mportant infomat text field
devices conne
cation”.
pections and
ormation for d.
ected to the a
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alarm
ange
I
F
PTRdc
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N Q U E S T
Figure 16 Initiating D
After clickin
Save y
Printing There are 2 oRecords”; Inqdate. For princompleted wo
Service Records Open
Select
In the
Click
Select
– T R A I N I
Device details
the fire alarmng “OK”.
your changes
the Servoptions to priquest will projnting an inspork order. Pri
s – Single Custon the custome
t “Print” from
e displayed wi
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t the printer to
N G M A N U
m details are
s by clicking
rvice Recint the servicject the servic
pection “Serviinting work o
omer er to print.
m the “File” m
indow select t
o use and clic
A L
24
entered clos
the butto
cords Rece records repce due as of thice History”,
orders is cover
menu.
the service rec
ck OK
se the service
on on the too
Report port. When he service schprint the equred in another
cords to print
e details form
olbar.
printing the hedule “Next uipment detair chapter.
t.
m by
“Service Service”
ils of the
I
F
S
Ym“
N Q U E S T
Figure 17 Service Rec
Service Records Select
Select
In theof cus
You may alsomultiple custo“Customers to
The “remov“Rem
Note: their iprinte
Click
In theyou wdetails
Click
– T R A I N I
cords to Print
s – Multiple Cust “Reports” fr
t “Service Rec
e “Report Critstomers you a
o leave the coomers. After o Print” wind
“Customers tve customers
move” button.
Removing cuinformation. ed.
the “Preview
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the “OK” bu
N G M A N U
stomers rom the “File
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teria” windoware looking fo
ompany fieldclicking the “
dow.
to Print” tab s from the pr
ustomers fromYou are only
w” button to p
window select e inspection
n forms are co
utton.
A L
25
” menu.
the “Report”
w enter the seor.
d blank and e“Search” butt
will list all trint list select
m the “Custoy removing th
preview the re
the service reform to be p
overed in mor
window and
earch criteria t
enter other seton the windo
the customerthe custome
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ecords to prinprinted alongre detail in cha
click “OK”.
that will retur
earch criteria ow will chang
rs to be printer name and
t” tab does nlist of accoun
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rn the list
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ted. To click the
ot delete nts to be
ndicate if quipment
Chapter
4 I N Q U E S T – T R A I N I N G M A N U A L
Understanding the Service Schedule Key Service Schedule Concepts
A service can only exist on 1 service schedule
Set the frequency to how often you perform maintenance/inspections for a particular service
“Next Service” date determines the “Service Due” report
“Next Order” date determines when a work order will be created
26
S
F
T
I N Q U E S T
Service Schedu
Figure 18 Service Sch
To modify an
Open
Selec
Selecnew
– T R A I N I
ule
hedule
n accounts ser
n the account
ct the “Service
ct a service scservice sched
I N G M A N U
rvice schedule
t to modify.
e Schedule” ta
chedule to mdule.
U A L
27
e, do the follo
ab.
odify and clic
owing:
ck “Edit”, orr click the “AAdd” button
to add a
S
F
T
I N Q U E S T
Service Schedu
Figure 19 Customer
To open the
From
Selec
– T R A I N I
ule – Customer
by Next Service Da
Customer by
m the “File” m
ct the “Custom
I N G M A N U
by Next Servic
ate
y Next Service
menu select “O
mer by Next S
U A L
28
ce Date
e Date:
Open” menu
Service Date”
option.
” option and cclick “OK”.
S
F
P
Tt T
t
I N Q U E S T
Service Schedu
Figure 20 Service Du
Printing the
From In th
The report ctechnician.
The only req
Other optionto a specific
For t Click
– T R A I N I
ule – Service Du
ue Report
Service Due
m the “File” mhe displayed w
can be sorted
quired inform
ns are, activetechnician, s
this example k the “Preview
I N G M A N U
ue Report
Report:
menu, select window selec
d by the posta
mation is the
e schedules oservice type, o
enter the new” button to
U A L
29
the “Reportct “Service D
al or route co
month to pri
nly, includingor route cod
ext month froo look at the
t” option. Due” and clic
ode, and can
int the repor
g past due ace.
om the currereport.
ck “OK”.
also be grou
rt for.
ccounts, and
nt month an
uped by servi
limiting the
nd year (mm/
ce
report
/yyyy).
S
F
T
I N Q U E S T
Service Schedu
Figure 21 Work Ord
To create all
From
From
Ente
Set a(The
Click
– T R A I N I
ule – Work Orde
der Generate
work orders
m the “Handh
m the “Work
er the month
any of the op options are
k the “Start”
I N G M A N U
er Generate
s for a month
helds” menu
Orders” sub
and year to
tions. covered in d
button to cre
U A L
30
h:
u, select the “
bmenu, select
create work o
detail later in
eate the work
“Work Order
t the “Gener
orders for.
this manual
k orders.
rs” submenu
rate” menu o
in the chapte
.
option.
er “Work Or
rders”)
I N Q U E S T – T R A I N II N G M A N UU A L
WWork Order Ge
F
TB
Figure 22 Auto Upd
The work orBy having bo
• Duplagain
• The upda
• If yobefor
nerate Updates
date of Next Order D
rder generateoth a “Next O
licate work on. “Service Due
ated by compou have a more the outsta
s the Service Schedule
Date
process willOrder” and “
orders will no
e” report wilpleting the wonthly accounnding work o
31
l update the ““Next Servic
ot be created
ll still list all aork order. nt, you can crorder is com
“Next Orderce” date:
for the same
accounts due
reate the wormpleted.
r” date on the
e month if th
e until the “N
rk orders for
e service sch
he process is
Next Service”
r the next mo
hedule.
started
” date is
onth
I
WTsh
G
F
I
N Q U E S T
Work OThis chapter takshow how to comp
n the chawork ordthe work
Generat
Figure 23 Work Orde
I
– T R A I N I
Orderkes a comprehensmplete work orde
apter “Underders for a give
order genera
te Work
er Generate Options
N G M A N U
rs sive look at how ers once a job is co
rstanding theen month. Wate process.
Orders
s
A L
32
wwork orders arecomplete.
Service ScheWe will now
Options
re created and
edule” we sawcover the op
s
w how to geptional setting
Chap
5
nerate g for
pter
5
I N Q U E S T – T R A I N I N G M A N U A L
Combine services on one work order The default behavior of the work order generate process is to create a work order for each service schedule that is due. By checking the “Combine services on one work order” option, you are directing Inquest to put all services schedules due for onto one work order for a particular services location.
The “Exceptions” button will allow you to specify a particular service as being due to be placed on its own work order regardless of any other services due at the same time. An example of this would be an account that has fire extinguishers, suppression system, and hood cleaning due this month. If you want the fire extinguishers and suppression systems placed on the same work order and the hood cleaning on a separate work order; you would set the combine services option and an exception for the hood cleaning service.
Extinguishers due with Suppression System This option is not used by very many users of the Inquest software product. The purpose of this option is to have fire extinguishers that are due annually always fall on one of the suppression system semi-annual service dates.
If an account is due for fire extinguisher service and has a suppression system that is not currently due, Inquest will determine if the suppression system will be due within the next few months. If the suppression system will be due within the next few months, the fire extinguisher service will be delayed until the suppression system is due.
Mark to be printed Setting the “Mark to be printed” option will set a flag that can be used to print the entire batch of work orders for a given month. This feature is not common when using handheld devices for work orders.
Set work order start date This option is used to easily download an entire months worth of work orders to a handheld device. For this option to work properly you must have a technician name on each service schedule. When the work orders are created they will be assigned to the technician on the service schedule and given a start date as entered. This will allow the work orders to be downloaded to the handheld devices without doing the work order assignment step.
Skip with balance due This option is only available when using the QuickBooks connectivity feature of Inquest. Setting this option will skip the work order creation process for accounts that owe money from previous jobs. You can set the criteria for any balance or an aged balance due. If any accounts are skipped from the work order generate process, you will be notified and a report on those accounts will be produced. Note: using this option can add significant processing time to the work order creation process.
33
I
RT
F
N Q U E S T
RequestThis exercise w
Open
Click
Click
Figure 24 New Work
Select
Note:schedwork
– T R A I N I
t a Workwill show how
n the custome
on the “Wor
the “Add” b
k Order
t the work or
: “Scheduleddule and all eq
order will no
N G M A N U
k Order Mw to manually
er account n
rk Orders” t
button.
rder type “Sc
d Maintenancquipment tesot update the
A L
34
Manuallyy create a wor
amed “Merc
ab.
cheduled Mai
ce” work ordest dates whene service sche
y rk order for a
y Hospital”.
intenance”.
ers will updan completed.edule or equi
specific acco
ate the service. “Service Caipment test d
ount:
e all” dates.
I
F
YI
OI
Af
N Q U E S T
The “immesynch
Check
The “
down
“To b
“Balaan ind
“PO N
Click
The n
Figure 25 Work Orde
You can openIn the next sec
Open anIn this exercis
From
Select
A work orderfollowing:
o Worko Worko Comp
– T R A I N I
“Technician”ediately assignhronization.
k the type of
“Notes” fieldnloaded to th
be printed” is
ance Due” is dicator if the
Number” is
“OK”.
newly created
ers tab.
n a work ordection we will
n Existine we open a w
m the “File” m
t “Work Ord
r search wind
k Order Numk Order Datepany informa
N G M A N U
” and “Start Dn the work o
f service to b
d is optional ae handheld d
s optional an
only availabl customer ha
optional and
d work order
er by selectingopen a work
ng Work work order us
menu click th
der” and click
dow will appe
mber es: Order datation, name,
A L
35
Date” are oporder and hav
e performed
and will prindevice.
nd will set the
le with the Qas an outstan
d will carry fo
r will appear i
g the work ordorder by doin
Order sing the searc
he “Open” op
k “OK”.
ear. A search
e, start date, phone numb
tional. Enteve it downloa
.
t on the wor
e print flag o
QuickBooks cnding accoun
orward to the
in on the “W
der and clicking a work ord
ch method.
ption.
h can be don
end date ber, street ad
r values hereaded on the n
rk order or be
f the work o
connectivity. nt or not.
e invoice.
Work Orders”
ing the “Edit”der search.
ne on any of
dress, ID
e to next
e
rder.
This is
” tab.
” button.
the
I
Oo
F
Ath
F
TTn
N Q U E S T
Other criteriaorder status.
Figure 26 Work Ord
Click
A results list ihe work orde
Figure 27 Available W
TechnicThis exercise notes to appea
Select
Click
– T R A I N I
a that can be
der Search
the “Search”
is displayed ser you are lo
Work Orders
cians andwill give an oar on the pap
t the work or
the “Techni
N G M A N U
entered inclu
” button with
showing all woking for.
d Additiooverview of aer work order
rder for “Me
cians” tab.
A L
36
ude assigned
h no search c
work orders w
onal Infoassigning a wr.
ercy Hospital
d technician, r
criteria entere
where you ca
ormationwork order and
” and click th
route, and w
ed.
an select and
n d typing in ad
he “Edit” bu
work
open
dditional
utton.
I
Tth
F
Tath
CIin“
T
F
N Q U E S T
The “Techniche service wo
Add a
Select
Figure 28 Technician
Notic
Click “Assi
The “Notes” appear on thehe handheld
CompletIn this exercinvoicing por“Accounting
Select
To see what i
Click Click
list wi
Figure 29 Service Det
– T R A I N I
cians” tab wiork.
a technician b
t the technici
list window
ce the technic
the “Work Ogned”.
tab records e work orderdevice.
ting a Wse we will cortion of InquProgram Int
t the work or
inspection da
the “Serviceon the “ ” ill expand to
tails
N G M A N U
ill list the tech
by clicking th
ian “Andrew
cian name no
Order” tab. N
any special nr cover sheet
Work Ordomplete a wouest. Invoicinterface”.
rder for “Me
ates will be u
e Details” tabto the left ofshow all the
A L
37
hnicians that
he “Add” bu
w Jameson” a
ow appears in
Notice the w
notes for the or on the “A
der rk order. Th
ng will be cov
ercy Hospital
updated for a
b. f the “Fire E
e fire extingui
t have been a
utton.
nd click “OK
n the list.
work order st
work order. Additional In
his example wvered in deta
” and click th
particular fir
Extinguishersishers at this
assigned to co
K”.
tatus is now
These notesnformation” t
will not coveail in the chap
he “Edit” bu
re extinguish
” service item location.
omplete
s will tab of
r the pter
utton.
her:
m. The
I
A
YIeaw
F
C
N Q U E S T
Click
An item calle
Doub
You will see aInquest projeextinguisher. actually compwill be autom
Figure 30 Action Com
Chang
Click
Complete the W Click
Enterand centere
A conClick
– T R A I N I
on the “ ”
d “Tests/Ins
ble click on “
an Action Coected the serv These actio
pleted. Uponmatically upda
mpleted
ge the “Actio
“OK”.
Work Order the “Work O
r the date thelick the “Comed the curren
nfirmation mthe “Yes” bu
N G M A N U
to the left of
spections/Se
“Tests/Inspe
ompleted listvice requiredns may be chn completionated accordin
on Complete
Order” tab.
e work order mplete Worknt date will b
message will dutton.
A L
38
f fire extingu
ervices” will a
ctions/Servi
t box that has based upon hanged basedn of the workng to the indi
ed” from “An
was complek Order” bute used.
display before
uisher numbe
appear.
ces”.
s a “ ” to ththe dates rec
d upon the wk order all theicated service
nnual” to “R
ted into the “tton. Note: i
e the work o
er 1.
he left of the corded for th
work that wase equipmente work perfo
Recharge”.
“End Date” f a date is no
rder is finaliz
action he fire s dates
ormed.
field ot
zed.
I
F
Tt
F
UIo
N Q U E S T
Figure 31 Complete W
The “End Dao “Complete
Figure 32Completed W
Click menurepor
UpdatedIn this exercisorder was com
Open Click
updat Click
has be Open
updat
– T R A I N I
Work Oder Confirm
ate” will conte”.
Work Order
the “Previewu and selectinrt section to p
d Servicese we review
mpleted.
n the customethe “Service
ted and the nthe “Serviceeen updated
n the fire extited the appro
N G M A N U
mation
tain the last s
w” button to ng the “Repopreview the s
e Locatiw the service
er record fore Schedule” tnext service de Items” tab.
with the woringuisher detopriate servic
A L
39
service date a
view the woort” option wservice histor
ion information
r the work orab. Notice t
date was calcu The last serrk order endtails to see hoce dates as in
and the “Stat
ork order. Clwill allow you ry reports for
that was upd
rder just comthe last serviculated and up
rvice date ford date. ow the work ndicated on th
tus” will be u
licking the “Vto change th
r this work o
dated when t
mpleted. ce date has bpdated. r fire extingui
order complhe work orde
updated
View” he order.
the work
een
ishers
letion er.
I N Q U E S T – T R A I N I N G M A N U A L
Chapter
6
Work Order Assignment This chapter will show how to quickly assign work orders to a technician.
n the previous chapter we saw how to assign a work order by editing the work order itself. Here we will see how to quickly assign work orders without opening and editing each one.
Assignment Window Overview
IOpen the Assignment Window
From the “Handhelds” menu select “Work Orders and click on “Assignment”.
The assignment window is divided into three sections.
• The right-hand section shows the current technician. • The middle section lists the work orders assigned to the current technician. • The left section lists the open work orders that can be assigned.
The current technician can be changed by selecting a different technician from the drop down list. The calendar is used to show what the work order “Start Date” will be when a work order is assigned. The “Show All Work Orders” checkbox will allow the middle section to list all work orders that have been assigned regardless of the start date. If it is unchecked only the work orders with a start date that correspond to the date selected in the calendar will be displayed. The “Services Available on Handheld” is used to specify which service types a technician performs and will appear on his handheld. This only applies to Palm handheld devices. Windows Mobile devices will have all service types available.
40
I
F
N
DBdo
“T “Tad
N Q U E S T
Figure 33 Work Orde
Notice the pic
o “Schecard.
o “Servi
Display OBy right moudisplayed thatorders section
Right Click
“Sort By” OptionThe available
“Filter On” OptioThe filter on available wordate, the assig
– T R A I N I
er Assignment
ctures next to
eduled Mainte
ice Call” work
Optionsuse clicking int will allow yn.
t click in the on “Options
n work orders
on options will k orders list. gned technici
N G M A N U
the company
enance” work
k orders are d
s n the availablyou to change
“Available Ws”.
s can be sorte
allow you to You can limian, and/or t
A L
41
y names for th
k orders are d
denoted by th
le work ordere the display
Work Orders”
ed by Name,
o limit the womit the work the type of se
he available w
denoted by th
he telephone p
rs portion, a options of th
” area.
, Route Code
ork orders disorders based
ervice the wo
work orders:
he picture of t
picture.
pop up menhe available w
e, or Postal C
splayed in thd upon the stork order is f
the filing
nu is work
Code.
he tart for.
I
Tf “Tttt
F
T
F
N Q U E S T
The defaults field and “All
“HotSync Work The number echnicians hoday is Monechnician’s h
Select
Figure 34 Work Orde
The available
Figure 35 Work Orde
– T R A I N I
to display alll” in both the
Orders” Optionof days befoandheld is spday all work
handheld.
t the “Sort B
er Assignment Optio
work orders
ers sorted alphabetica
N G M A N U
l available woe “Technicia
n re the start d
pecified hereassigned thr
By” “Name” o
ons
s are now gro
ally
A L
42
ork orders aran” and “Serv
date to downl. For exampough Friday
option and c
ouped in alph
e nothing in vice” dropdo
load assignedple, if the num
will be down
click OK.
habetical ord
the “Start Down lists.
d work ordermber is set tonloaded to th
der.
Date”
rs to the o 4 and he
I N Q U E S T – T R A I N I N G M A N U A L
Drag and Drop Assignment The following exercise will show how to assign work orders to technician “Brett Williams”. This particular technician is only trained in servicing fire extinguishers. We will now change the filter options to limit the accounts to those with fire extinguishers. We will also change the work order list to sort by postal code for more efficient routing of our technicians on a given day.
Right click in the “Available Work Orders” area.
Click on “Options”.
Select “Postal Code” for the “Sort By” option.
“Technician” should be equal to “All”.
Select “Fire Extinguishers” in the “Service” field of the “Filter On” area.
Click “OK”. To assign work orders to a technician, select the company name on the available work orders side and drag it to the middle section by holding the mouse button down. Release the mouse button and the work order will now appear in the assigned work order section.
Expand “Available Work Orders” by clicking on the “ ”.
Expand postal code “45403 - Dayton” by clicking on the “ ”.
In the calendar, click on the next Monday for a start date.
Assign the first 5 work orders in “45403 – Dayton”, by selecting and dragging each work order to the middle section as explained above.
Click the button on the toolbar to save our changes.
43
I N Q U E S T – T R A I N I N G M A N U
F
N
Yth
Bo
OA
Ad
Figure 36 Work Orde
Now we will
Click 6th.
Assig
Click
You can viewhe date in th
Click assign
By clicking thorders assigne
Open a WA work order
Doubstatus
A work orderdouble clickin
er Assignment
assign work
on the next
gn the remain
the butto
w the differenhe calendar.
Monday, thened for each
he show all wed to the tec
Work Orr can be open
ble click on os is assigned a
r can also be ng on the wo
for the next
day in the Ca
ning work ord
on on the too
nt work order
en Tuesday inday.
work orders chnician regar
rder ned from the
one of work oand the start
opened fromork order.
A L
44
day.
alendar. In t
ders in “4540
olbar to save
r assignment
n the calenda
checkbox therdless of star
e work order
orders in the t date has bee
m the “Availa
the example
03 – Dayton”
e our changes
ts for a given
ar to show th
e middle sectirt date.
assignment
middle sectien updated.
able Work O
shown it is M
”.
s.
n day by click
he work orde
ion displays
window.
ion. Notice t
Orders” list by
March
king on
ers
all work
the
y
A
F
Wd
I N Q U E S T
Key ConAssignment – S
Figure 37 Assignmen
When the wodate selected
– T R A I N I
ncepts Start Date
nt Updates the Start
ork order is ain the calenda
I N G M A N U
Date
assigned to a ar.
U A L
45
technician, tthe work order start date iis updated to
o the
A
F
Wt
Td
I N Q U E S T
Assignment - T
Figure 38 Assignmen
When the wothe technician
The techniciadevice.
– T R A I N I
Technician
nt Update the Techn
ork order is asn who is curre
an name and
I N G M A N U
nician
ssigned to a teently selected
start date ar
U A L
46
echnician, thed in the work o
e the keys to
e work order torder assignm
o downloading
technicians tament dropdow
g a work ord
ab is updated wn list.
der to a hand
with
dheld
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I N Q U E S T – T R A I N I N G M A N U A L
Chapter
7 Windows Mobile Handheld This chapter will show how to install and use Inquest on a Windows Mobile handheld device.
efore beginning this chapter users should have basic knowledge of the handheld computer.
BInstall the Windows Mobile Application To install the Inquest handheld application on your Windows Mobile handheld:
Open Inquest. Connect your handheld device to your computer using Microsoft ActiveSync From the “Handhelds” menu, select the “Install” menu option. Select the “Windows Mobile 5.0” or “Pocket PC 2003” radio button,
depending on your handheld device, and click “Install”
Figure 42 Windows Handheld Software Install
50
I N Q U E S T – T R A I N I N G M A N U A L
Install Remote Server The Inquest synchronization for Windows Mobile devices requires the Inquest Remote Server program. See Chapter 13 of the Inquest User’s Guide for information on installing and configuring the Inquest Remote Server.
Configuration Database The handheld configuration database is used to update the handhelds with all the services, equipment types, inspection frequencies and other values that are modified within the Inquest desktop application.
To create/update the configuration database select “Configure” from the “Handhelds” menu. All the checkboxes in the “UPDATES” column should have a . The “LAST UPDATED” column should have the value “Never Updated”.
Click the “Update” button to create the configuration database with the
latest information. The “LAST UPDATED” column should now be updated with a current date and timestamp.
Figure 43 Handheld Configuration Database
Click “OK”. If you customize Inquest you must update the configuration database to have the customized information available on the handheld computer.
51
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N II N G M A N UU A L
67
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I N Q U E S T – T R A I N II N G M A N UU A L
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I N Q U E S T – T R A I N I N G M A N U A L
Chapter
8 Palm OS Handheld This chapter will show how to install and use Inquest on a Palm OS handheld device.
*** TECHNOSOFT HIGHLY RECOMMENDS THAT ALL CUSTOMERS UPGRADE TO WINDOWS MOBILE HANDHELD DEVICES. ***
*** TECHNOSOFT DOES NOT SUPPORT PALM DEVICES ON WINDOWS VISTA. ***
efore beginning this chapter users should have basic knowledge of the handheld computer.
BInstall Palm OS Application To install the Inquest handheld application on your Palm:
Open Inquest.
From the “Handhelds” menu, select the “Install” menu option.
Select the “Palm OS” radio button and click “Install”
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I N Q U E S T – T R A I N I N G M A N U A L
Figure 44 Palm Handheld Software Install
Select the Palm Desktop username for the handheld and click “OK”.
Figure 45 Palm Desktop Install
A window will display showing the program to be installed, click the “Done” button.
A message will display indicating that the application will be installed
during the next HotSync operation. Click “OK”.
Click “Close” in the Inquest install dialog.
HotSync your handheld to complete the program install.
Install HotSync Conduit The Inquest conduit install is only required 1 time. It is installed from the Inquest desktop application.
From the “Customize” menu select “Options”.
Click on the “Synchronization” tab.
Click the “Add/Remove” button.
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I N Q U E S T – T R A I N I N G M A N U A L
A message will display indicating that the HotSync Manager must be restarted for the changes to take effect. Click “OK”. The “Conduit Status” field should be updated to “Installed”.
Note: See Chapter 1 of the Inquest User’s Guide for further details if your “Palm OS” status is anything other the “Installed” or “Not Installed”.
Figure 46 Palm Desktop Conduit
Configuration Database The handheld configuration database is used to update the handhelds with all the services, equipment types, inspection frequencies and other values that are modified within the Inquest desktop application.
To create/update the configuration database select “Configure” from the “Handhelds” menu. All the checkboxes in the “UPDATES” column should have a . The “LAST UPDATED” column should have the value “Never Updated”.
Click the “Update” button to create the configuration database with the
latest information. The “LAST UPDATED” column should now be updated with a current date and timestamp.
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I N Q U E S T – T R A I N I N G M A N U A L
Figure 47 Handheld Configuration Database
Click “OK”. If you customize Inquest you must update the configuration database to have the customized information available on the handheld computer.
Technician Handheld Assignment For the handheld to communicate with Inquest you must create or update an employee record for each handheld computer.
Open the employee record for Andrew Jameson, by selecting “File” “Open” “Employee”.
Enter the criteria or click the “Search” button. Double-click on the
employee record.
In the “Handheld” area of the Employee record select the “Palm OS” radio button.
In the dropdown list, select the “Palm Desktop Username” for the
Handheld being setup.
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I N Q U E S T – T R A I N I N G M A N U A L
74
Figure 48 Palm Desktop User Name update
Save the information by clicking the button on the toolbar.
Services Available on Handheld The final step is to indicate which services a technician will have available on their handheld.
Open the work order assignment window from the Handhelds menu bselecting “Assignment” from the “Work Order” submenu.
y
Select the technician “Andrew
Jameson” from the list box on the right side of screen.
Check off all services to be available
on the handheld.
Save the information by clicking the button on the toolbar.
Select technician “Brett Williams”
I N Q U E S T – T R A I N I N G M A N U A L
Only select “Fire Extinguishers” for this technician. Save your changes by clicking the button on the toolbar.
Palm Handheld Application The following exercises are to be performed on the handheld.
Add Work Order Open Inquest on the handheld by tapping
the “Inquest” icon on the main application screen.
To add a new work order on the handheld tap “New”.
A confirmation message will display. Tap “Yes”.
A blank form will display where the service location information can be entered.
Enter information for a service location.
Tap “Back” to take you to the main starting screen for the work order where you can select detailed information for the work order.
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I N Q U E S T – T R A I N I N G M A N U A L
76
Tap Work Order to show the work order number and dates.
Tap Back to take you back to the main starting screen for the work order.
Tap Contacts to take you to the contacts list.
Add a contact by tapping the New button and entering the contact information in the displayed form.
Tap Back to take you back to the Contacts list where the contact that was just added will now be displayed.
Tap Back to take you back to the main starting screen for the work order.
Tap New and select the Fire Extinguishers service to be added to the work order. Tap OK. It will now display the service on our work order main screen.
Tap the Fire Extinguishers service to display our fire extinguisher list. To add an extinguisher, tap “New”.
I N Q U E S T – T R A I N I N G M A N U A L
Enter the fire extinguisher information into the displayed form.
A bar code can be entered by selecting the bar code field and scanning the fire extinguisher bar code.
Enter the other information for the
extinguisher by selecting the appropriate field and entering text.
To enter test dates for the extinguisher
click on the list arrow at the bottom of the screen and select the “Dates” option from the displayed list.
Mark the extinguisher as complete.
We are prompted to indicate what type of inspection was performed, choose Annual.
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I N Q U E S T – T R A I N I N G M A N U A L
The annual service date is automatically updated with the current date.
Tap Back to return us to the fire extinguisher list. We can now see the extinguisher that was added. A to the right of the extinguisher indicates we have completed our inspection.
Tap Back to go to the main screen for the work order.
Tap the New button to add additional services
Select Emergency and Exit Lights and tap OK.
Add Emergency and Exit Lights service with two lights.
Mark each complete.
Tap Back to return to the main starting screen for the work order.
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I N Q U E S T – T R A I N I N G M A N U A L
Select the Work Order line to open the
work order information.
Tap the “Summary”
Tap “Calc” to get a summary of the work completed.
Select the option to only include equipment that has been checked off as complete.
A summary of the complete work on this work order will then be displayed. Tap “Back” to take us back to the work order dates screen.
Mark the work order complete by clicking the list arrow at the top of the screen and selecting Complete.
Tap “Back” to go back to the main work order screen.
Tap “Back” to go back to the list of work orders on the handheld.
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I N Q U E S T – T R A I N I N G M A N U A L
Missed Equipment Warning
o If a technician has missed any equipment to be serviced a warning will display if they attempt to mark the work order as complete.
o By clicking the “Continue” button Inquest will go to and display the information for the missed equipment.
Limiting the Work Order List
o The main list of work orders can be limited to show the work assigned for a specific day.
o By tapping the list arrow at the top of the screen the available work order a list of assignment days is displayed.
o Selecting a specific date limits the list to the jobs for that day.
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I N Q U E S T – T R A I N I N G M A N U A L
Open an Existing Work Order
Tap on a work order in the list will to open the main screen for the given work order.
Tap the Location line to take us to detailed information on this service location.
Tap “Back” to return to the main screen for the work order.
Tap the “Work Order” line to show the work order number and its dates.
Tapping the “Summary” button will allow us to calculate and display a summary of the work required for the current work order.
Tap “Back” to return to the work order details.
Tap “Back” to return to the main screen for the work order.
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I N Q U E S T – T R A I N I N G M A N U A L
82
Click the Contacts line to display a list of contacts for this service location.
Tap Back.
Click Fire Extinguishers to display a list of fire extinguishers for this service location.
Tap on a fire extinguisher to display the detail information for the extinguisher.
To bar code the extinguisher select the bar code field
Scan the bar code label by clicking the scan button on the handheld.
I N Q U E S T – T R A I N I N G M A N U A L
83
To display and update the test dates for the extinguisher tap on the list arrow at the bottom of the screen and select the “Dates” value in the list. The checkmark next to the Hydro Date indicates that the extinguisher is due for Hydro Test.
The Hydro Test date will be updated automatically by setting the fire extinguisher status to Complete.
Other inspection and test dates can be
updated by tapping on the date field and selecting the appropriate date in the displayed calendar.
I N Q U E S T – T R A I N I N G M A N U A L
The checkmark that displays next to the extinguisher in the fire extinguisher list is a visual indication that the extinguisher has been serviced.
Tap “Back” to return to the main work order screen.
A signature can be captured by the handheld computer. Tap the work order line.
Tap the Summary button to display a summary of the completed work.
Tap the Sign button to go to the signature capture screen. Enter the signature by signing with the stylus.
Once the signature is captured, tap the “Submit” button to save the signature information.
The summary information is displayed again. Tap “Back” to show the work order status.
To complete the work order and signal the Inquest HotSync conduit to upload the work order to the PC; mark the work order with a complete status. Tap the list arrow at the top of the screen and select the complete option.
Going back to the main work order list we can see that the work order is now displayed with the complete status.
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I N Q U E S T – T R A I N I N G M A N U A L
Delete Record
To delete a record from the handheld, select the record by tapping on the line.
Then tap the menu icon in the lower left hand corner of the handheld. On the displayed menu, select Edit, and then tap on “Delete Record”.
A confirmation message will be displayed before the record is actually deleted.
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Chapter Chapter
9 I N Q U E S T – T R A I N I N G M A N U A L
Customizing Inquest This chapter will show you the customization features of Inquest.
nquest can be customized to perform other services and inspections. In this chapter we will see how to add services, equipment types, user defined fields and inspection forms.
Adding a Service Type
I We will begin by adding a new service for SCBA.
Select the “Services” option on the “Customize” menu.
A window will open listing the available services. Click the “Add” button.
In the displayed form enter the service name “SCBA” and “SCBA” for the abbreviation (the abbreviation is used on the “Service Due” report).
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I N Q U E S T – T R A I N I N G M A N U A L
Figure 49 Adding SCBA Service Type
New Equipment Types
Next, specify the equipment types for the new service. Click the “Equipment Types” tab and click the “Add” button to add a new equipment type. Enter “Kevlar” for a new SCBA equipment type.
Figure 50 Custom Equipment Type
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I N Q U E S T – T R A I N I N G M A N U A L
Next, specify test and inspections for the equipment by clicking the “Test/Inspection/Service” tab and clicking the “Add” button.
Enter the description “Check levels” and a frequency of “1” “Month”.
Click “OK”.
Figure 51 Adding a Test/Inspection/Service
Add another “Test/Inspection/Service” called “Service Life” and give it a Frequency of 15 years.
Figure 52 Kevlar Cylinder Dates
Repeat this procedure for adding the other SCBA cylinder types.
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I N Q U E S T – T R A I N I N G M A N U A L
Inspection Forms Inspection forms are where specific questions can be added to a report that shows requirements are met. This is useful for showing NFPA, OSHA and JHACO compliance. Inquest comes with a set of default inspection forms. These inspection forms can be completed using a Windows Mobile handheld device. Completed forms are printed from the closed work order as the service history.
Figure 53 Inspection Form Editor
To modify an inspection form:
From the “Customize” menu select “Inspection Form”.
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I N Q U E S T – T R A I N I N G M A N U A L
Expand the tree to view the existing inspection form.
Right clicking on items within the tree will display a context menu that will allow you modify or insert items.
Save your changes by clicking the “Save” button on the tool bar.
Sales Survey Using a Windows Mobile device, your technicians can complete a sales survey on services at your customer locations giving your sales department crucial leads.
Using a Windows Mobile handheld, open a work order.
From the “Options” menu select the “Sales Survey” menu option.
The technician is prompted for information on services your company performs that is needed at this location.
After the work order is completed, you can print custom sales letters for
your sales department and sales leads for follow up.
Figure 54 Sample Sales Letter
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I N Q U E S T – T R A I N I N G M A N U A L
More Customization
Figure 55 Fire Extinguisher Service Options
Figure 56 Suppression System Parts
91
Chapter
10 I N Q U E S T – T R A I N I N G M A N U A L
Additional Inquest Programs This chapter will show you additional Inquest programs that perform specialized tasks
n addition to the main Inquest program, several specialize programs are installed as part of the software.
I Inquest – Import Utility The import utility can import a list of fire extinguishers from an Excel spreadsheet. To start the program:
From the “Start” menu select “All Programs”.
Within the “Technosoft” program folder, select the “Inquest – Import Utility” option.
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I N Q U E S T – T R A I N I N G M A N U A L
Figure 57 Import Utility
Select the customer whose fire extinguisher list you are going to import.
If the customer has an existing fire extinguisher service schedule, the “Last Service” and “Frequency” from the schedule will be displayed.
If the customer does not have an existing fire extinguisher service
schedule, one can be added by entering a “Last Service” date and selecting a “Frequency” from the dropdown list.
Click the “Browse” button to open the Excel spreadsheet to import.
The correct worksheet name must be entered into the “Sheet Name” field.
Click the “Import” button.
When importing has completed a results window will display. Spreadsheet Format The first row of the spreadsheet is the column header. Columns can appear in any order and are optional.
The column names available for use are:
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• Number • Location • Size • Type • Cartridge • Mfg • Mfg Date • Serial No • Bar Code • Length • Annual • Hydro Test • 6 Year • Monthly • Recharge • Remarks • Model
Inquest – Move Utility The move utility can be used to combine or split a customer service location. To start the program:
From the “Start” menu select “All Programs”.
Within the “Technosoft” program folder, select the “Inquest – Move Utility” option.
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Figure 58 Move Utility
The displayed window is divided into two sections. By dragging dropping equipment between two customer records you are moving the equipment from one account to the other.
To open the two accounts to use:
From the “File” menu select “Open”.
In the displayed dialog, select the two accounts in the dropdown list
Click OK To change the equipment types to move:
From the “View” menu select “Service”.
In the displayed dialog, select the service type in the dropdown list
Click OK You can also move work orders between accounts by select “Work Order” from the “View” menu.
Easy Data The easy data program can be used to add fire extinguisher accounts with a list of extinguishers. It can also update existing extinguisher account information. To start the program:
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Open Inquest.
From the “Tools” menu, select “Easy Data” and then “Fire
Extinguishers”.
Figure 59 Easy Data
To edit an existing customer, simply select the customer name in the drop down list. To add a new customer account, simply type a new customer name into the dropdown list on the blank easy data form. The following items can be added/updated using the Easy Data program.
• Customer address • Billing Address • ID • Contact Name • Phone • Fire Extinguisher service schedule information • Fire Extinguisher list
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• Fire Extinguisher service notes The data grid used to add/update fire extinguishers can be modified to display only the columns you want to update. Click the “Options” button to change the columns displayed. Easy Data Buttons “Save & Close” will save any changes made and close the easy data program. “Save & New” will save any changes made and clear the form so a new account can be added or an existing account selected from the dropdown list. “Clear” will cancel any changes and clear the form so a new account can be added or an existing account can be selected from the dropdown list.